Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 60 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,752,082
+20.4%
113,364
+20.2%
0.27%
+9.7%
Q2 2023$4,779,318
-21.8%
94,322
-22.0%
0.25%
-30.7%
Q1 2023$6,114,662
+1924.7%
120,867
+1911.1%
0.36%
+1178.6%
Q4 2020$302,000
-23.7%
6,010
-23.7%
0.03%
-37.8%
Q3 2020$396,000
+50.6%
7,880
+50.7%
0.04%
+25.0%
Q2 2020$263,0005,2300.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
ACUTE INVESTMENT ADVISORY, LLC 1,065,412$54,059,00532.47%
MOULTON WEALTH MANAGEMENT, INC 383,250$19,390,51828.55%
Steward Financial Group LLC 1,681,786$85,33327.13%
Rinkey Investments 769,786$39,058,92317.90%
MAGNOLIA CAPITAL ADVISORS LLC 648,840$32,922,12015.78%
American Planning Services, Inc. 428,332$21,733,54714.44%
Oxbow Advisors, LLC 1,712,181$86,876,04013.68%
Grant/GrossMendelsohn, LLC 579,764$29,417,24912.73%
LANDAAS & CO /WI /ADV 521,053$26,438,00011.47%
Northwest Quadrant Wealth Management, LLC 730,457$37,063,36110.40%
View complete list of ISHARES TR shareholders